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Document template sorting

You can rearrange the order and prioritize frequently used templates by moving them to the top of the list.

Open the CRM item, click Document and select Add new template to open the list.

Click on the settings icon, enable the Sort field, and click Apply.

Place the cursor on a row, hold down the left mouse button, and drag it.

The sorting in the document list will match the sorting in the template list.


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